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Miles Capital’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Miles Capital’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-5,165
Closed -$453K – 122
2013
Q3 		$453K Hold
5,165
– – 0.26% 73
2013
Q2 		$427K Buy
+5,165
New +$429K 0.2% 86

Other funds holding VTI

AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NHAS
Novo Holdings A/S Hellerup, Denmark $1.72B AUM 106.92% 1-Year Est. Return

Miles Capital's VTI Position: Q4 2013 in Review

Miles Capital sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2013, closing a stake of 5,165 shares — an estimated $453K sold.

Miles Capital first reported a position in VTI in Q2 2013 and held it in 2 quarters. The position peaked at $453K in Q3 2013. 508 funds tracked by Wall St. Rank hold VTI as of Q4 2013.

  • Miles Capital reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2013 after selling out during the quarter.
  • Miles Capital sold 5,165 Vanguard Morningstar Total Stock Market ETF shares in Q4 2013, an estimated $453K.
  • Miles Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and held it in 2 quarters.
  • Miles Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $453K in Q3 2013.
  • 508 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2013.

Based on Miles Capital's 13F filing for Q4 2013, filed 11 Feb 2014.